About the smallcase
- Quantamental VALUE Investing using fundamental, quantitative and technical algorithms.
- Diversified-equity with up to 20 stocks exposure.
- Investment Universe of top 500 stocks on the NSE.
- Quarterly Review for stocks. Weekly review for position sizing & risk management.
- Continuous portfolios with minimum recommended holding period: medium-term (5 years +).
- The strategy is fully tactical and moves from equity to gold/ debt in times of crisis/ volatility.
- Suitable for creating wealth.
For amounts of INR 5 Lac and above please connect with the adviser for an AuA version.
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